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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY5 years Service code 21 · EIN 36-3681493 | Bank Trustee | $31,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,584 | $106,164+93.6% | $147,041+39.8% | $77,692+164.6% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 4.21% | 56.81%-52.6pp | 419.21%-415.0pp | 31.25%-27.0pp |
| Employer contribution / active EE | $15,193 | $4,066+273.6% | $4,935+207.9% | $2,726+457.3% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $92 | $338-72.9% | $13,006-99.3% | $431-78.7% |